Meridian Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Sell |
93,081
-1,567
| -2% | -$76.8K | 0.66% | 23 |
|
|
2025
Q1 | $4.7M | Hold |
94,648
| – | – | 0.75% | 22 |
|
|
2024
Q4 | $4.74M | Sell |
94,648
-5,279
| -5% | -$265K | 0.72% | 23 |
|
|
2024
Q3 | $5.11M | Buy |
99,927
+2,213
| +2% | +$113K | 0.79% | 22 |
|
|
2024
Q2 | $4.9M | Buy |
97,714
+35,939
| +58% | +$1.8M | 0.86% | 19 |
|
|
2024
Q1 | $3.13M | Buy |
61,775
+263
| +0.4% | +$13.3K | 0.56% | 21 |
|
|
2023
Q4 | $3.14M | Buy |
61,512
+34,741
| +130% | +$1.77M | 0.6% | 21 |
|
|
2023
Q3 | $1.29M | Sell |
26,771
-223
| -0.8% | -$10.7K | 0.27% | 29 |
|
|
2023
Q2 | $1.36M | Sell |
26,994
-120
| -0.4% | -$6.03K | 0.28% | 27 |
|
|
2023
Q1 | $1.37M | Sell |
27,114
-203
| -0.7% | -$10.3K | 0.3% | 28 |
|
|
2022
Q4 | $1.35M | Buy |
27,317
+62
| +0.2% | +$3.07K | 0.31% | 27 |
|
|
2022
Q3 | $1.31M | Sell |
27,255
-36,375
| -57% | -$1.75M | 0.33% | 26 |
|
|
2022
Q2 | $3.18M | Sell |
63,630
-488,882
| -88% | -$24.4M | 0.75% | 20 |
|
|
2022
Q1 | $28.5M | Buy |
552,512
+532,664
| +2,684% | +$27.5M | 5.99% | 6 |
|
|
2021
Q4 | $1.09M | Hold |
19,848
| – | – | 0.22% | 32 |
|
|
2021
Q3 | $1.09M | Sell |
19,848
-183
| -0.9% | -$10K | 0.24% | 31 |
|
|
2021
Q2 | $1.11M | Buy |
20,031
+46
| +0.2% | +$2.54K | 0.26% | 30 |
|
|
2021
Q1 | $1.09M | Hold |
19,985
| – | – | 0.33% | 27 |
|
|
2020
Q4 | $1.1M | Buy |
19,985
+18,466
| +1,216% | +$1.02M | 0.46% | 20 |
|
|
2020
Q3 | $83K | Hold |
1,519
| – | – | 0.04% | 101 |
|
|
2020
Q2 | $82K | Hold |
1,519
| – | – | 0.04% | 100 |
|
|
2020
Q1 | $80K | Buy |
1,519
+75
| +5% | +$3.95K | 0.05% | 99 |
|
|
2019
Q4 | $77K | Buy |
+1,444
| New | +$77K | 0.05% | 108 |
|